The Affiliate Manager, which you are describing as PSA Affiliate Snapshot, is a detailed, proactive management tool that helps the sponsor in tracking, evaluating and improving the support he provides to his PSA at the individual level.
As the most advanced sponsoring tool available, I frequently use ,it in combination with the PSA's VP Ledger, to plan the monthly support I intend to provide as well as for tracking their daily and weekly progress.
One major piece of vital information we find in the Affiliate Manager relates to their background and goals, the reason and motivation for which they joined SFI, their business experience: whether they have been in business for themselves before, and whether they are currently running another business.
Six sections make up the Affiliate Manager: (i) Start, (ii) Contact (iii) Checklist, (iv) Notes, (v) Activity and (vi) Upline.
The "Start" section gives us the PSA's email address, whether they have confirmed it, whitelisted SFI and fully completed their profile. This allows us to judge how effectively we can communicate with our team member.
The new pieces of information we find in the "Contact" section relate to their physical address, phone number and social media contacts, in addition to the email address we already have.
The "Checklist" is the most important section of the Affiliate Manager in terms of our sponsoring efforts. It provides us with a comprehensive list of all the activities we can undertake to help our PSA. In the interest of this discussion and to fully answer your question, we will come back to this section.
The "Notes" section provides us with the opportunity to save specifics we want to remember about this PSAs that may be of future use in improving our sponsoring efforts, or insights on affiliate's personal as well as business background.
The "Activity" section is a summary of (1) the affiliate's monthly goals, (2) sponsoring results, (3) scoreboard with their rank, (4) points scored thus far in the month and (5) their overall rank in their class, country and SFI Leaderboards. (6) It also gives us a view of our most recent excursions in the Affiliate's profile, especially our visits to their "To-do-List" and VP Ledger
And, finally, in the Upline section, the one major piece of information is their co-sponsor. This may come very handy when we want to co-ordinate with the co-sponsor to have the same kind of message both sponsor and co-sponsor want to direct to the affiliate. It may be very useful to avoid having the sponsor and co-sponsor offering contradicting advice to an affiliate, as it could confuse them and make it harder for them to progress.
Obviously, the "Checklist" section stands out as the major part of this sponsoring tool.
First, we are highly advised to complete this checklist within the first ten days from the affiliate start-up date.
Here, we find the definition of our sponsor's role as a friend and a mentor.
There are 10 (ten) different sets of specific sponsoring tasks outlined in the "Checklist". They form a very comprehensive plan that covers all the major aspects that impact an affiliate's success. When we follow this plan for ourselves and we duplicate it for our PSAs, we will be building a highly successful SFI business and a very strong team.
The 11th item on the "Checklist" is about our continued interaction and support with the affiliate. Indeed, sponsoring and supporting our PSA is an ongoing activity which should not slowdown until they have build a strong team and reached higher ranks such as Gold Team Leader (GTL), or Platinum Team Leader (PTL). From that point on, they will be able to duplicate our sponsoring efforts and methodology that will propel them to Diamond Team Leader (DTL).
In this sponsoring and support process, I personally combine the information available in the Affiliate Manager and their VP Ledger, which is an extended version of the "To-do-list". I like to do regular audits to help the affiliate, and point out to them where they may be missing opportunities, what are their strong and weak points. Of course, such approach requires great familiarity with the affiliate and a previous strong business relationships built on trust as well as common understanding of the affiliate's major goals.
It is highly important to avoid coming out as too critical or motivated by reasons other than the affiliate's best interest.
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